Key Family Wealth Strategist
KeyBank(1 month ago)
About this role
Senior Family Wealth Advisor role focused on serving ultra-high-net-worth families with net worth greater than $25 million and representing Family Wealth and family office capabilities. The position operates as a senior client-facing trusted advisor engaging across generations and coordinating with internal leadership and family office resources. It supports the growth and positioning of Key’s Family Wealth services within the UHNW market.
Required Skills
- Relationship Management
- Client Onboarding
- Wealth Planning
- Estate Planning
- Tax Knowledge
- Business Development
- Sales Strategy
- Team Leadership
- Strategic Planning
- Communication
Qualifications
- Graduate Degree
- Master's Degree
- JD
- CPA
- CFA
- CFP
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Regional Wealth Advisor
Northern Trust(2 months ago)
Senior Wealth Strategist
Fifth Third Bank(2 months ago)
Senior Wealth Strategist
BMO US(1 month ago)
Senior Wealth Strategist
AssetMark(1 month ago)
Tax Partner - Family Office Enterprise
RSM US LLP(2 months ago)
Snr Rship Mgr, Family Office
RHB(2 months ago)